景順全歐洲企業基金A(美元對沖)股 美元

19.62美元0.2(1.03%)
2023/06/02更新
績效 / 
1月1.31%
3月0.82%
1年0.82%
晨星評等
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基本資料

基金公司/總代理人
景順證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
產業股票 - 其他
基金家族
Invesco Management S.A.
公開說明書基準指數
-
晨星組別基準指數
MSCI Europe Small Cap NR EUR
基金規模
76.62百萬截至 2023-06-02
年初至今報酬率
10.47%
殖利率
0.00
晨星評等
-
成立日期
2014-10-08

投資策略

本基金的目標,是主要透過一項由任何歐洲股票市場小型公司

組成的投資組合以達致長期資本增值。本基金可偶爾就特別情

況(例如復甦股份、收購事項)作出投資,並會(在適當時候)

投資東歐新興市場。本基金所投資公司的種類較常規投資組合

廣泛,此舉旨在限制其中的風險

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Matthews James
  • 資歷 2年(2020-12-31 至今)
  • James Matthews is a qualified trader on Eurex, OMLX and the International Securities Exchange (ISE) of New York. He joined Spear, Leeds & Kellogg in September 1995 and worked on the London International Financial Futures Exchange. In 1997 he went with Nordic Options Ltd which demerged from Spear, Leeds & Kellogg where he became the senior equity options trader.In June 2000 James Matthews left Nordic and founded 2K Trading Ltd where he has been the Managing Director of the firm and actively participated in and managed the trading activities
  • Esselink Erik
  • 資歷 3年(2020-05-15 至今)
  • Erik Esselink is a Portfolio Manager for Invesco global core equity strategies. Mr. Esselink joined Invesco in 2007 and specializes in the research and management of European equities.Prior to joining Invesco, Mr. Esselink was an institutional equities pan-European specialist with Morgan Stanley. His career started in 1997 with ING Barings in Amsterdam as a member of the institutional equity team for three years, specializing in Dutch equities.Mr. Esselink graduated from the Rotterdam School of Economics (HES) where he studied commercial economics.

基金費用

最低認購金額
2,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
景順證券投資信託股份有限公司
聯絡電話
(02)8729-9999
基金顧問地址
台北市信義區松智路1號22樓
基金顧問網址
www.invesco.com.tw